Key facts
- HOERTKORN RICHARD CHARLES is a other based in KENTFIELD, CA.
- HOERTKORN RICHARD CHARLES reports $243K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 104649- Regulatory AUM
- $243K
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- KENTFIELD, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for HOERTKORN RICHARD CHARLES are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HOERTKORN RICHARD CHARLES's AUM?
- HOERTKORN RICHARD CHARLES manages approximately $243K in assets.